-- Firm Author Help --
-- How Do I? --
Adding Procedures to a Grouping or Sub Grouping
Procedure
- From the Document Manager, open the work program or checklist that has the procedure you would like to add to a group.
- Right-click on the procedure and set procedure to Modifiable. You may get a warning that you will need to change ownership if the procedure was not written by you.
- Right-click the procedure again and select Procedure Properties. A properties dialogue opens.
- Click to select an existing grouping or sub grouping.
- Click to add a new grouping or sub grouping.
- Click Manage to edit existing groupings or sub groupings.
- Click OK to save.